AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: INTEGRITY WEALTH ADVISORS, INC.
1. Portfolio Overview
Integrity Wealth Advisors, Inc. manages a portfolio with a total market value of approximately $186.78 million as of September 30, 2025. This represents a significant growth of 30.5% from the previous quarter's value of $143.10 million. The portfolio consists of 48 holdings, indicating a concentrated investment strategy with a focus on core positions.
The firm employs a strategy hea...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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